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JRS vs SPY

Comparison between Nuveen Real Estate Income Fund. (JRS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed JRS, delivering a return of +13.3% compared to +2.6%

JRS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JRS
$260M
Winner
SPY
$735B
Expense Ratio
JRS
N/A
SPY
0.09%
Max Drawdown
JRS
90.70%
Winner
SPY
56.47%
Sharpe Ratio
JRS
0.70
Winner
SPY
1.62
5Y Beta
Winner
JRS
0.64
SPY
1.00
P/E Ratio
JRS
N/A
SPY
28.99
Forward P/E
JRS
N/A
SPY
22.37
5Y Dividends CAGR
JRS
2.26%
Winner
SPY
5.43%
5Y EPS CAGR
JRS
N/A
SPY
26.05%
Debt to Equity
JRS
N/A
SPY
32.40%
P/S Ratio
JRS
N/A
SPY
3.74
P/B Ratio
JRS
N/A
SPY
5.61

JRS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
JRS
+1.42%
Winner
SPY
+1.90%
3M
JRS
+3.76%
Winner
SPY
+8.55%
6M
Winner
JRS
+11.13%
SPY
+8.18%
1Y
JRS
+14.01%
Winner
SPY
+25.79%
5Y(CAGR)
JRS
+2.56%
Winner
SPY
+13.32%
10Y(CAGR)
JRS
+5.59%
Winner
SPY
+15.19%
Max(CAGR)
JRS
+7.02%
Winner
SPY
+8.47%

JRS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJRSSPY
2026+10.71%+8.26%
2025-1.77%+18.00%
2024+19.56%+25.59%
2023+11.22%+26.72%
2022-35.38%-18.64%
2021+66.40%+30.52%
2020-12.66%+17.28%
2019+36.83%+31.09%
2018-17.88%-5.24%
2017+11.96%+20.78%
2016+10.78%+13.59%
2015-1.20%+1.31%
2014+30.79%+14.56%
2013-3.80%+29.00%
2012+7.61%+14.17%
2011+9.22%+0.85%
2010+39.39%+13.14%
2009+79.15%+22.67%
2008-61.78%-36.25%
2007-37.28%+5.32%
2006+53.15%+13.85%
2005+5.64%+5.32%
2004+21.41%+10.75%
2003+33.64%+24.18%
2002+10.59%-22.42%
2001-0.40%-10.13%
2000N/A-8.84%
1999N/A+8.61%

JRS vs SPY Drawdown Comparison

The maximum drawdown for JRS was -87.70%, occurring on Mar 9, 2009. Recovery took 2329 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current JRS drawdown is -7.07%. The current SPY drawdown is -2.90%.

RankJRSSPY
#1-87.70%
Feb 7, 2007 - May 9, 2016		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-54.50%
Feb 14, 2020 - Apr 8, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-45.52%
Dec 31, 2021 - Oct 27, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-22.19%
Apr 1, 2004 - Sep 2, 2004		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-21.97%
Dec 29, 2017 - Feb 22, 2019		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-18.26%
Sep 8, 2016 - Jun 13, 2017		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-13.95%
Dec 14, 2004 - May 10, 2005		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-13.80%
Sep 17, 2002 - Feb 21, 2003		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-13.60%
Oct 16, 2006 - Dec 4, 2006		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-11.72%
Jun 20, 2002 - Sep 6, 2002		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.32%
Aug 3, 2005 - Jan 5, 2006		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-9.04%
Sep 8, 2021 - Oct 25, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.15%
Feb 10, 2004 - Mar 5, 2004		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.01%
Nov 4, 2004 - Dec 1, 2004		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.93%
Jul 14, 2003 - Sep 18, 2003		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between JRS and SPY is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (1999 - 2026)

JRS vs SPY dividend yield comparison.

YearJRSSPY
20262.06%0.24%
20258.88%1.07%
20247.88%1.21%
20238.70%1.40%
202211.06%1.65%
20215.93%1.20%
20209.00%1.52%
20197.16%1.75%
20189.99%2.04%
20178.88%1.80%
20169.10%2.03%
20159.04%2.06%
20147.83%1.87%
20139.93%1.81%
20128.78%2.18%
20118.72%2.05%
20108.70%1.80%
200911.51%1.95%
200835.31%3.02%
200716.75%1.85%
20066.90%1.73%
20058.30%1.73%
20047.04%1.82%
20037.37%1.47%
20029.23%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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